RPg Family Wealth Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RPg Family Wealth Advisory’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.2M	Sell	63,179 -952	-1%	-$48.3K	0.53%	62
2026 Q1	$3.26M	Buy	64,131 +6,159	+11%	+$315K	0.68%	51
2025 Q4	$2.96M	Sell	57,972 -6	-0%	-$307	0.65%	55
2025 Q3	$2.97M	Sell	57,978 -2,155	-4%	-$110K	0.65%	61
2025 Q2	$3.07M	Buy	60,133 +55,651	+1,242%	+$2.83M	0.82%	56
2025 Q1	$228K	Buy	+4,482	New	+$227K	0.06%	101
2024 Q3	–	Sell	-85,164	Closed	-$4.29M	–	102
2024 Q2	$4.29M	Sell	85,164 -1,008	-1%	-$50.6K	1.41%	27
2024 Q1	$4.35M	Buy	86,172 +3,019	+4%	+$152K	1.38%	30
2023 Q4	$4.2M	Buy	83,153 +1,260	+2%	+$63.1K	1.55%	27
2023 Q3	$4.09M	Sell	81,893 -590	-0.7%	-$29.3K	1.68%	27
2023 Q2	$4.1M	Sell	82,483 -45,134	-35%	-$2.24M	1.64%	23
2023 Q1	$6.33M	Buy	+127,617	New	+$6.32M	3.48%	5
2022 Q2	–	Sell	-7,662	Closed	-$380K	–	242
2022 Q1	$380K	Buy	7,662 +2,585	+51%	+$129K	0.16%	84
2021 Q4	$254K	Sell	5,077 -1,318	-21%	-$65.9K	0.1%	105
2021 Q3	$321K	Buy	6,395 +427	+7%	+$21.4K	0.14%	101
2021 Q2	$299K	Buy	+5,968	New	+$299K	0.12%	107
2020 Q4	$163K	Buy	3,250 +727	+29%	+$36.5K	0.08%	125
2020 Q3	$126K	Buy	2,523 +978	+63%	+$49K	0.07%	128
2020 Q2	$77.3K	Buy	1,545 +400	+35%	+$19.8K	0.05%	145
2020 Q1	$55.5K	Buy	+1,145	New	+$57K	0.04%	131

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RPg Family Wealth Advisory's NEAR Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.5% in Q2 2026, selling an estimated $48.3K and leaving 63,179 shares worth $3.2M. The position accounts for 0.53% of the portfolio, ranked #62.

RPg Family Wealth Advisory first reported a position in NEAR in Q1 2020 and has held it in 20 quarters since. The position peaked at $6.33M in Q1 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

RPg Family Wealth Advisory held 63,179 shares of iShares Short Maturity Bond ETF worth $3.2M as of Q2 2026.
RPg Family Wealth Advisory sold 952 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $48.3K.
iShares Short Maturity Bond ETF made up 0.53% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #62 holding.
RPg Family Wealth Advisory first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 20 quarters since.
RPg Family Wealth Advisory's iShares Short Maturity Bond ETF position peaked at $6.33M in Q1 2023.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.